Presented by Ben Murphy, CPA, PFS™, CPFA® : Charitable gift annuities (CGAs) are an arrangement between a donor and a nonprofit organization where the donor receives a regular payment for life based on the value of assets transferred to Read More...

Presented by Kevin M. Curley, II, CFP®: As fall quickly approaches, so do the seasons of giving thanks, giving gifts, and for many, giving back. In Read More...

Wondering if a private foundation is the right avenue for you? Learn more about the different types and how to establish one. Presented by Kris Read More...

Seeking to end human trafficking through exploitation prevention, community education, and empowering survivors Global Wealth Advisors Managing Read More...

Presented by Gerard Longo, AIFA®, CPFA®: With many individuals and families facing catastrophic hardships because of the COVID-19 pandemic, Read More...

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: December is the year-end “giving season,” when many people consider using their Read More...